OBERKOTTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OBERKOTTER FOUNDATION (EIN 23-2686151)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-04-13
- IRS object ID
- 201821039349100802
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-13T10:54:15-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232686151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBERKOTTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRUCE A ROSENFIELD EXEC DI | InCareOfNm |
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 2157512601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET Suite Ste 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE A ROSENFIELD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2018-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russlee Armstrong | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.136.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320181035000061 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49AA05A0C23186A5B0AD8D02154657298D38306A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 723DCE0278216FC49ED02D71432F9BD539E90BC6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $167,175,982 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,427,258 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $79,343 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,343 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,637,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,892,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,376,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,943,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,622,687 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,174 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$61,912 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,536,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,532,195 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $901,503 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $837,353 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $874,685 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $874,685 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $135,147 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,477 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $130,670 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,257 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,378 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,879 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $141,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $117,555 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,759,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $347,574 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,429,064 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $330,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,150 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,357 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $87,662 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $87,662 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $169,465 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $169,464 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $312,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $312,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,760,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $447,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,004,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,275,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,275,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,036,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $447,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,280,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,500,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,084,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,929,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,960,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,960,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $75,713,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,839,485 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,207,072 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,900 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,646 | LandBOYAmt |
| Land EOY | $4,289 | LandEOYAmt |
| Land EOYFMV | $4,289 | LandEOYFMVAmt |
| Other Assets BOY | $4,428 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,428 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,428 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,653,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,808,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $167,175,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $95,653,386 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,808,395 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,653,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,808,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,653,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,808,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,653,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,500,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$2,345,660 | OtherIncreasesAmt |
| Subtotal | $101,808,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,808,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO. | $13,408,105 | $9,463,046 | $3,945,059 | $3,945,059 |
| HAVERFORD TRUST COMPANY | $13,627,980 | $4,234,629 | $9,393,351 | $9,393,351 |
| GOLDMAN SACHS | $907,417 | $868,970 | $38,447 | $38,447 |
| GS TACS ENHANCED DIV (LARGE) | -$32,017 | |||
| SPRUCEGROVE NON-US EQUITY | $4,511 | |||
| DYNAMIC EQ MGRS | $63,683 | |||
| SELECT EQUITY | $8,512 | |||
| BURGUNDY | -$822 | |||
| WELLINGTON-NON-US EQUITY OFFSHORE L.P. | $201,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,622,687 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,669,504 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $147,644,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,268,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $159,319,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,329,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $162,975,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,174,089 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,092,651 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,136,102 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $133,191,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098625 | DistributionYr5Rt |
| Total Distribution | 0.471975 | TotalDistributionRt |
| Average Distribution | 0.094395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $155,643,440 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,691,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $160,843 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,852,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,280,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $321,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $321,685 | SubtotalAmt |
| Tax Based On Investment Income | $321,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $333,276 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $333,276 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,591 | OverpaymentAmt |
| Applied To ES Tax | $11,591 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.oberkotterfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE A ROSENFIELD EXEC DIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157512601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET ST STE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mildred L Oberkotter | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| Bruce Rosenfield | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE & EXECUTIVE DIRECTOR | 25.0 | $350,000 | $0 | $0 |
| David Pierson | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | TRUSTEE | 10.0 | $50,000 | $0 | $0 |
| Amy Newnam | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | Assoc. Exec. Director | 40.0 | $241,500 | $26,059 | $18,715 |
| Teresa Caraway | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 191037286 | CEO, HEARING FIRST | 40.0 | $260,003 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WENDELYN DEMOSS | ||||||||
| 1600 MARKET | PHILADELPHIA | PA | 19103 | PROGRAMS OFFICER HF | 40.0 | $163,262 | $0 | $0 |
| LUKE DAVIDSON | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | WEB DVLMT DIR,HF | 40.0 | $147,821 | $0 | $0 |
| KATHRYN WILSON | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | COACH MENTOR LDER HF | 40.0 | $104,269 | $0 | $0 |
| KATHLEEN BUSSEY | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | COMMUNITY LEADER HF | 40.0 | $97,971 | $0 | $0 |
| JENNIFER REISWIG | ||||||||
| 1600 MARKET ST | PHILADELPHIA | PA | 19103 | PLAN INTEGRAT SP HF | 40.0 | $96,771 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fivestone | |||||
| 390 Fifth ave ste 803 | NEW YORK | NY | 10018 | Marketing & Communic | $769,452 |
| Koch Communications | |||||
| 1 E Sheridan Ave 500 | OKLAHOMA CITY | OK | 73104 | Commun. Consultant | $157,373 |
| Brown Brothers Harriman & Co | |||||
| One Logan Square 14th Floor | PHILADELPHIA | PA | 19103 | Investment Advisor | $137,944 |
| Haverford Trust Company | |||||
| 3 Radnor Corporate Center Ste 450 | RADNOR | PA | 19087 | Investment Advisor | $132,503 |
| Stephen Barry CPA LLC | |||||
| PO Box 961 | VOORHEES | NJ | 08043 | Accounting Services | $120,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT FOR LISTENING AND SPOKEN LANGUAGE SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHMENT 17) | Description1Txt |
| Expenses1 | $8,845,761 | Expenses1Amt |
| Description2 | SUPPORT FOR HEARING FIRST, A VIRTUAL CONNECTION POINT FOR FAMILIES AND PROFESSIONALS TO IMPROVE OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING THROUGH LSL(ATT 17) | Description2Txt |
| Expenses2 | $2,470,965 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,652,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,361,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,013,645 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $158,013,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,370,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $155,643,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,782,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,782,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321,685 | TotalTaxAmt |
| Distributable Before Adj | $7,460,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,460,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,460,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,280,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,280,035 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,280,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,460,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,629,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,548,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,449,495 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,490,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,498,852 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,617,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,280,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,460,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,819,548 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,437,036 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $5,427,258 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,202,606 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,807,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,548,981 | ExcessFromYear4Amt |
| Excess From Year3 | $4,449,495 | ExcessFromYear3Amt |
| Excess From Year2 | $5,490,296 | ExcessFromYear2Amt |
| Excess From Year1 | $5,498,852 | ExcessFromYear1Amt |
| Excess From Current Year | $4,819,548 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILDRED L OBERKOTTER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A G Bell Association for the Deaf and Hard of He | ||||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | N/A | PC | LSL Support -- Children and Families | $1,390,000 | |
| Atlanta Speech School | ||||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | N/A | PC | LSL Support -- Children and Families | $120,000 | |
| Auditory-Verbal Center Inc | ||||||||
| 1901 Century Blvd Suite 20 | Atlanta | GA | 30345 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Auditory Oral School of New York | ||||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $500,000 | |
| Bergen County Special Services District - GodwinH | ||||||||
| 41 East Center Street | Midland Park | NJ | 07432 | N/A | PC | LSL Support -- Children and Families | $48,750 | |
| CCHAT Center - Sacramento | ||||||||
| 11100 Coloma Road | Rancho Cordova | CA | 95670 | N/A | PC | LSL Support -- Children and Families | $372,500 | |
| Center for Hearing and Communication | ||||||||
| 50 Broadway 6th Floor | New York | NY | 10004 | N/A | PC | LSL Support -- Children and Families | $48,070 | |
| Chicago Hearing Society-a division of Anixter Cent | ||||||||
| 1444 W Willow Street | Chicago | IL | 606421524 | N/A | PC | LSL Support -- Children and Families | $40,000 | |
| Child's Voice | ||||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $240,714 | |
| Clarke Schools for Hearing and Speech | ||||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $829,033 | |
| Depaul School for Hearing and Speech | ||||||||
| 6202 Alder Street | Pittsburgh | PA | 152064389 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Foundation for Hearing Research Inc - Weingarten | ||||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $535,000 | |
| Hands & Voices | ||||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $25,000 | |
| Hear ME Now | ||||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $58,000 | |
| HEAR Wisconsin | ||||||||
| 10243 W National Ave | West Allis | WI | 53227 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Hearts for Hearing | ||||||||
| 11500 N Portland | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $825,000 | |
| HOPE School | ||||||||
| 502 E Fifth Ave Suite A | Spokane | WA | 99202 | N/A | PC | LSL Support -- Children and Families | $40,935 | |
| Idaho State University | ||||||||
| 921 S 8th Ave STOP 8046 | Pocatello | ID | 832098046 | N/A | PC | LSL Support -- Children and Families | $131,000 | |
| Lexington Hearing & Speech Center | ||||||||
| 350 Henry Clay Blvd | Lexington | KY | 40502 | N/A | PC | LSL Support -- Children and Families | $25,000 | |
| Listen and Talk | ||||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $705,000 | |
| Listen Foundation Inc | ||||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $40,000 | |
| Mayo Clinic RochesterDivision of Gastroenterology | ||||||||
| 200 First Street Southwest | Rochester | MN | 55905 | N/A | PC | Research | $250,000 | |
| Memphis Oral School for the Deaf | ||||||||
| 7901 Poplar Avenue | Germantown | TN | 38138 | N/A | PC | LSL Support -- Children and Families | $50,000 | |
| Northern Voices | ||||||||
| 1660 West County Road B | Roseville | MN | 55113 | N/A | PC | LSL Support -- Children and Families | $77,500 | |
| Ohio Valley Voices | ||||||||
| 6642 Branch Hill-Guinea Pike | Loveland | OH | 45140 | N/A | PC | LSL Support -- Children and Families | $140,000 | |
| Placer County Office of Education Infant Program | ||||||||
| 360 Nevada Street | Auburn | CA | 95603 | N/A | PC | LSL Support -- Children and Families | $103,500 | |
| Presbyterian Ear Institute Oral School | ||||||||
| 415 Cedar St SE | Albuquerque | NM | 87106 | N/A | PC | LSL Support -- Children and Families | $30,000 | |
| St Joseph Institute for the Deaf | ||||||||
| 9192 Waldemar Road | Indianapolis | IN | 46268 | N/A | PC | LSL Support -- Children and Families | $100,691 | |
| The CARE Project | ||||||||
| 716 Staley Court | Raleigh | NC | 27609 | N/A | PC | LSL Support -- Children and Families | $97,500 | |
| The Children's Cochlear Implant Center at UNC | ||||||||
| 5501 Fortunes Ridge Drive Suite A | Durham | NC | 27713 | N/A | PC | LSL Support -- Children and Families | $112,000 | |
| The Moog Center for Deaf Education | ||||||||
| 12300 South Forty Drive | St Louis | MO | 63141 | N/A | PC | LSL Support -- Children and Families | $546,307 | |
| The Ohio State University | ||||||||
| 915 Olentangy River Road | Columbus | OH | 43212 | N/A | PC | LSL Support -- Children and Families | $49,468 | |
| Tucker Maxon School | ||||||||
| 2860 SE Holgate Boulevard | Portland | OR | 97202 | N/A | PC | LSL Support -- Children and Families | $120,000 | |
| University of Southern California - Sponsored Proj | ||||||||
| 3500 S Figueroa St Suite 102 | Los Angeles | CA | 900898001 | N/A | PC | LSL Support -- Children and Families | $129,277 | |
| University of Vermont Medical Center Inc- Commun | ||||||||
| 128 Lakeside Ave Suite 106 | Burlington | VT | 05401 | N/A | PC | LSL Support -- Children and Families | $85,921 | |
| Utah State University | ||||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $90,225 | |
| Vanderbilt University Medical Center - Vanderbilt | ||||||||
| Dept 1236 PO Box 121236 | Dallas | TX | 753121236 | N/A | PC | LSL Support -- Children and Families | $36,598 | |
| WA State Center for Childhood Deafness & Hearing L | ||||||||
| 611 Grand Blvd | Vancouver | WA | 98661 | N/A | PC | LSL Support -- Children and Families | $127,800 | PO Box 1406 |
| Washtenaw Intermediate School District Deaf and Ha | ||||||||
| 1819 South Wagner Road | Ann Arbor | MI | 48106 | N/A | PC | LSL Support -- Children and Families | $4,700 | PO BOX 1406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,275,489 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A G Bell Association for the Deaf and Hard of He | |||||||
| 3417 Volta Place NW | Washington | DC | 200072778 | N/A | PC | LSL Support -- Children and Families | $2,150,000 |
| American Cochlear Implant Alliance | |||||||
| PO Box 103 | McLean | VA | 22101 | N/A | PC | LSL Support -- Children and Families | $25,000 |
| Atlanta Speech School | |||||||
| 3160 Northside Parkway NW | Atlanta | GA | 30327 | N/A | PC | LSL Support -- Children and Families | $690,500 |
| Auditory-Verbal Center Inc | |||||||
| 1901 Century Blvd Suite 20 | Atlanta | GA | 30345 | N/A | PC | LSL Support -- Children and Families | $100,000 |
| Auditory Oral School of New York | |||||||
| 3321 Avenue M | Brooklyn | NY | 11210 | N/A | PC | LSL Support -- Children and Families | $750,000 |
| CCHAT Center - Sacramento | |||||||
| 11100 Coloma Road | Rancho Cordova | CA | 95670 | N/A | PC | LSL Support -- Children and Families | $223,000 |
| Center for Hearing and Communication | |||||||
| 50 Broadway 6th Floor | New York | NY | 10004 | N/A | PC | LSL Support -- Children and Families | $217,212 |
| Child's Voice | |||||||
| 180 Hansen Court | Wood Dale | IL | 60191 | N/A | PC | LSL Support -- Children and Families | $617,449 |
| Clarke Schools for Hearing and Speech | |||||||
| 45 Round Hill Road | Northampton | MA | 01060 | N/A | PC | LSL Support -- Children and Families | $1,403,076 |
| Cook Children's Health Foundation | |||||||
| 801 7th Avenue | Fort Worth | TX | 76104 | N/A | PC | LSL Support -- Children and Families | $598,590 |
| Foundation for Hearing Research Inc -Weingarten C | |||||||
| 3518 Jefferson Avenue | Redwood City | CA | 94062 | N/A | PC | LSL Support -- Children and Families | $350,000 |
| Hands & Voices | |||||||
| PO Box 3093 | Boulder | CO | 80307 | N/A | PC | LSL Support -- Children and Families | $25,000 |
| Hear ME Now | |||||||
| PO Box 896 | Portland | ME | 04104 | N/A | PC | LSL Support -- Children and Families | $110,000 |
| HEAR Wisconsin | |||||||
| 10243 W National Ave | West Allis | WI | 53227 | N/A | PC | LSL Support -- Children and Families | $64,000 |
| Hearts for Hearing | |||||||
| 11500 N Portland | Oklahoma City | OK | 73120 | N/A | PC | LSL Support -- Children and Families | $1,550,000 |
| HOPE School | |||||||
| 502 E Fifth Ave Suite A | Spokane | WA | 99202 | N/A | PC | LSL Support -- Children and Families | $13,052 |
| Idaho State University | |||||||
| 921 S 8th Ave STOP 8046 | Pocatello | ID | 832098046 | N/A | PC | LSL Support -- Children and Families | $94,800 |
| ISDH Healthy Hoosiers Foundation (HHF) | |||||||
| 2 North Meridian St | Indianapolis | IN | 46204 | N/A | PC | LSL Support -- Children and Families | $102,750 |
| Lexington Hearing & Speech Center | |||||||
| 350 Henry Clay Blvd | Lexington | KY | 40502 | N/A | PC | LSL Support -- Children and Families | $25,000 |
| Listen and Talk | |||||||
| 8610 8th Avenue NE | Seattle | WA | 98115 | N/A | PC | LSL Support -- Children and Families | $1,260,000 |
| Listen Foundation Inc | |||||||
| 6950 E Belleview Ave Ste 203 | Greenwood Village | CO | 80120 | N/A | PC | LSL Support -- Children and Families | $70,000 |
| Mayo Clinic Rochester -Division of Gastroenterolog | |||||||
| 200 First Street Southwest | Rochester | MN | 55905 | N/A | PC | Research | $250,000 |
| Memphis Oral School for the Deaf | |||||||
| 7901 Poplar Avenue | Germantown | TN | 38138 | N/A | PC | LSL Support -- Children and Families | $25,000 |
| Northern Voices | |||||||
| 1660 West County Road B | Roseville | MN | 55113 | N/A | PC | LSL Support -- Children and Families | $40,000 |
| Ohio Valley Voices | |||||||
| 6642 Branch Hill-Guinea Pike | Loveland | OH | 45140 | N/A | PC | LSL Support -- Children and Families | $52,500 |
| Placer County Office of Education Infant Program | |||||||
| 360 Nevada Street | Auburn | CA | 95603 | N/A | PC | LSL Support -- Children and Families | $103,500 |
| St Joseph Institute for the Deaf | |||||||
| 9192 Waldemar Road | Indianapolis | IN | 46268 | N/A | PC | LSL Support -- Children and Families | $134,720 |
| The CARE Project | |||||||
| 716 Staley Court | Raleigh | NC | 27609 | N/A | PC | LSL Support -- Children and Families | $200,000 |
| The Children's Cochlear Implant Center at UNC | |||||||
| 5501 Fortunes Ridge Drive Suite A | Durham | NC | 27713 | N/A | PC | LSL Support -- Children and Families | $168,000 |
| The Moog Center for Deaf Education | |||||||
| 12300 South Forty Drive | St Louis | MO | 63141 | N/A | PC | LSL Support -- Children and Families | $1,183,735 |
| The New York and Presbyterian Hospital | |||||||
| 654 West 170th Street | New York | NY | 10032 | N/A | PC | LSL Support -- Children and Families | $875,000 |
| The Ohio State University | |||||||
| 915 Olentangy River Road | Columbus | OH | 43212 | N/A | PC | LSL Support -- Children and Families | $49,469 |
| Tucker Maxon School | |||||||
| 2860 SE Holgate Boulevard | Portland | OR | 97202 | N/A | PC | LSL Support -- Children and Families | $60,000 |
| University of Vermont Medical Center Inc -Commun | |||||||
| 128 Lakeside Ave Suite 106 | Burlington | VT | 05401 | N/A | PC | LSL Support -- Children and Families | $44,200 |
| Utah State University | |||||||
| 2615 Old Main Hill | Logan | UT | 84322 | N/A | PC | LSL Support -- Children and Families | $189,635 |
| Vanderbilt University Medical Center -Vanderbilt U | |||||||
| Dept 1236 PO Box 121236 | Dallas | TX | 753121236 | N/A | PC | LSL Support -- Children and Families | $18,299 |
| Vermilion Films Inc | |||||||
| 1806B NW 32nd Ave | Portland | OR | 97210 | N/A | NC | LSL Support -- Children and Families | $95,900 |
| WA State Center for Childhood Deafness & Hearing L | |||||||
| 611 Grand Blvd | Vancouver | WA | 98661 | N/A | PC | LSL Support -- Children and Families | $170,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,100,152 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,343 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,637,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,376,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 01 | $5,377 | |
| PREVIOUS GRANTS RETURNED TO FOUNDATION | $10,797 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,098,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,797 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,109,622 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | Grants previously issued, but returned to the Foundation | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MILDRED L OBERKOTTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET STE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,427,258 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securities | NoncashPropertyDesc |
| Fair Market Value | $4,427,258 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $141,770 | Amt |
| Net Investment Income | $24,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $117,555 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa Caraway | PersonNm |
| Short Explanation | *THE EXECUTIVE DIRECTOR (B ROSENFIELD) AND THE ASSOCIATE EXECUTIVE DIRECTOR (A NEWNAM), REFERRED TO IN PART I, LINE 13 AND PART VIII, LINE 1, AND THE ADMINISTRATIVE ASSISTANT, REFERRED TO IN PART I, LINE 16C AND PART VIII, LINE 2, ARE PARTNERS OR EMPLOYEES OF THE LAW FIRM SCHNADER HARRISON SEGAL & LEWIS, LLP ("SCHNADER"). THE OBERKOTTER FOUNDATION ("FOUNDATION") HAS CONTRACTED WITH SCHNADER TO LEASE A PERCENTAGE OF EACH INDIVIDUAL'S TIME FOR MATTERS RELATING TO THE ADMINISTRATION OF THE FOUNDATION. THE FOUNDATION PAYS ITS SHARE OF THE COMPENSATION AND RELATED EXPENSES, AS APPLICABLE, FOR EACH INDIVIDUAL AND SCHNADER ASSUMES THE APPROPRIATE PAYROLL RESPONSIBILITIES. THESE PAYMENTS TO SCHNADER ARE SEPARATE FROM THE PAYMENTS SHOWN AT PART I, LINE 16A FOR LEGAL AND OTHER ADMINISTRATIVE SUPPORT FEES. ** THE CEO OF THE FOUNDATION'S EDUCATIONAL ENDEAVOR (T CARAWAY), REFERRED TO IN PART I, LINE 13 AND PART VIII, LINE 1, IS AN EMPLOYEE OF LEARNING INNOVATION ASSOCIATES, LLC ("LIA"). THE FOUNDAT | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Part I, Line 19, Depreciation Expense | Part I, Line 19, Depreciation Expense | Office Furniture $202 Office Equipment (Telephone) $1,155 Total Depreciation Expense $1,357 |
| Part XV, Line 2 | Part XV, Line 2 | THE OBERKOTTER FOUNDATION DOES NOT ACCEPT UNSOLICITED PROPOSALS. INTERESTED APPLICANTS SHOULD VISIT THE WEBSITE WWW.OBERKOTTERFOUNDATION.ORG FOR INFORMATION ON THE FOUNDATION'S MISSION AND APPLICABLE FUNDING CRITERIA AND GRANT REQUIREMENTS. |
| Part XIII, Line 7 | Part XIII, Line 7 | DISTRIBUTIONS FROM CORPUS ELECTION: IN ORDER TO SATISFY THE DISTRIBUTION REQUIREMENTS UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(F), THE FOUNDATION ELECTS UNDER TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV) TO TREAT $5,427,258 FROM THE 2011 EXCESS DISTRIBUTIONS AS A CURRENT DISTRIBUTION OUT OF CORPUS. THE 2011 DISTRIBUTIONS WERE TREATED AS DISTRIBUTIONS OUT OF CORPUS IN THAT FISCAL YEAR UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(1)(III). _________________________________ _______________ BRUCE ROSENFIELD DATE CO-TRUSTEE & EXECUTIVE DIRECTOR |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR | $467,773 | $1,820,523 |
| AIR PRODS & CHEMS INC COM | $573,325 | $701,072 |
| ALERIAN MLP ETF | $1,365,247 | $1,168,698 |
| ALPHABET INC CL C | $773,973 | $2,144,961 |
| ANHEUSER-BUSCH INBEV SPN ADR | $936,102 | $961,716 |
| APPLE INC COM | $1,050,544 | $2,345,753 |
| BAXTER INTL INC COM | $482,085 | $851,890 |
| BBH LIMITED DURATION FUND CL I | $1,516,147 | $1,500,632 |
| BBH LIMITED DURATION FUND CL I | $3,720,844 | $3,747,777 |
| BBH PARTNER FUND - INTERNATION | $1,748,181 | $2,446,763 |
| BECTON DICKINSON & CO COM | $166,963 | $935,661 |
| BERKSHIRE HATHAWAY INC-CL B | $842,013 | $2,798,645 |
| BLACKROCK INC | $447,081 | $1,453,451 |
| BURGUNDY EMERGING MARKETS SERI | $2,750,000 | $3,003,578 |
| CELANESE CORP SERIES A | $440,002 | $1,126,020 |
| COCA COLA CO COM | $280,351 | $636,203 |
| COMCAST CORP CL A | $1,019,114 | $1,846,968 |
| COMCAST CORP NEW - CL. A | $1,003,594 | $1,366,456 |
| CONTINUUM PARTNERS | $2,000,000 | $2,084,108 |
| CVS HEALTH CORPORATION | $461,440 | $980,480 |
| DENTSPLY SIRONA INC COM STK | $139,960 | $376,998 |
| DIAGEO PLC- SPONSORED ADR | $431,687 | $1,041,987 |
| DISCOVERY COMMUNICATIONS -C | $1,061,896 | $739,472 |
| DISNEY WALT CO COM DISNEY | $213,654 | $1,027,236 |
| DOWDUPONT INC | $375,692 | $1,226,918 |
| DYNAMIC EQUITY MANAGERS: PORTF | $435,876 | $1,617,461 |
| EXXON MOBIL CORP COM | $225,230 | $757,939 |
| FLEETCOR TECHNOLOGIES INC COM | $705,564 | $951,544 |
| GS TACTICAL TILT OVERLAY MUTUA | $1,083,279 | $1,085,626 |
| HENRY SCHEIN INC COM STK | $317,676 | $560,883 |
| HONEYWELL INTL INC COM | $506,917 | $545,860 |
| ISHARES CORE MSCI EAFE ETF | $1,648,755 | $1,974,900 |
| ISHARES CORE MSCI EMERGING | $3,931,022 | $5,249,900 |
| ISHARES CORE U.S. AGGREGATE BO | $1,263,422 | $1,288,780 |
| ISHARES RUSSELL 2000 ETF | $458,597 | $852,758 |
| ISHARES S&P MIDCAP 400 INDEX | $945,760 | $2,201,448 |
| ISHARES S&P SMALLCAP 600 FND | $714,026 | $2,324,400 |
| ISHARES U.S. REAL ESTATE ETF | $373,561 | $492,230 |
| JOHNSON & JOHNSON COM | $349,465 | $1,992,419 |
| JPMORGAN CHASE & CO COM | $593,240 | $1,640,964 |
| KROGER CO COM STK | $529,686 | $647,431 |
| LIBERTY GLOBAL PLC-SERIES C | $635,213 | $639,969 |
| LIBERTY INTERACTIVE CORP Q-A | $426,748 | $816,619 |
| LONGLEAF PARTNERS SMALL CAP FD | $2,085,000 | $2,133,705 |
| MASTERCARD INC CLASS A | $573,662 | $1,203,760 |
| MEDTRONIC PLC ADR | $984,154 | $1,108,755 |
| MICROSOFT CORP | $160,001 | $614,441 |
| MICROSOFT CORP COM | $74,264 | $84,170 |
| MONDELEZ INTERNATIONAL INC | $166,060 | $171,760 |
| NESTLE S A SPONS ADR | $234,982 | $829,331 |
| NIELSEN HOLDINGS PLC FOREIGN S | $595,343 | $521,424 |
| NIKE INC | $309,532 | $362,520 |
| NOVARTIS AG - ADR | $820,077 | $1,443,585 |
| ORACLE CORP | $1,764,842 | $2,219,033 |
| ORACLE CORP COM | $586,337 | $760,430 |
| PAYPAL HOLDINGS INC- COM STK | $247,433 | $1,009,178 |
| PEPSICO INC COM | $552,675 | $1,363,284 |
| PERRIGO CO PLC COM STK | $948,437 | $904,542 |
| PRAXAIR INC | $805,886 | $1,169,792 |
| PROCTER AND GAMBLE CO COM | $306,791 | $931,397 |
| QUALCOMM INC | $1,095,443 | $1,235,516 |
| SABRE CORP COM STK | $596,330 | $569,088 |
| SCHLUMBERGER LTD COM | $625,652 | $509,085 |
| SELECT EQUITY SERIES - BBH WEA | $5,250,000 | $6,134,494 |
| SPRUCEGROVE: NON-US EQUITY OFF | $838,668 | $756,096 |
| STARBUCKS CORP | $571,619 | $578,200 |
| STATE STREET HEDGED INTERNATIO | $1,195,000 | $1,457,706 |
| T. ROWE PRICE FUNDS T. ROWE PR | $1,489,886 | $1,410,095 |
| TACS: LARGE CAP CORE (ENHANCED | $879,769 | $3,145,041 |
| THE 1818 PARTNERS FUND | $5,000,000 | $10,869,445 |
| TJX COS INC NEW COM | $595,768 | $921,710 |
| U S BANCORP | $747,204 | $1,858,555 |
| UNILEVER N V-NY SHARES | $508,327 | $767,942 |
| UNITED PARCEL SERVICE INC CL B | $128,066 | $16,955,877 |
| UNITED TECHNOLOGIES CORP | $605,481 | $1,196,283 |
| UNITEDHEALTH GROUP INC COM | $497,334 | $1,985,079 |
| US BANCORP DEL COM NEW | $545,836 | $551,500 |
| US TREASURY BILL 0.00% 11/8/18 | $492,583 | $492,520 |
| US TREASURY BILL 0.00% 3/1/18 | $498,403 | $498,440 |
| US TREASURY BILL 0.00% 5/31/18 | $496,436 | $496,450 |
| VANGUARD FTSE ALL WORLD EX-U S | $749,032 | $941,120 |
| VANGUARD FTSE EUROPE ETF | $1,306,959 | $1,464,250 |
| VANGUARD FTSE PACIFIC ETF | $1,168,670 | $1,382,060 |
| VANGUARD GLOBAL EX-US REAL EST | $392,742 | $481,440 |
| VANGUARD MSCI EUROPE PACIFIC | $1,147,469 | $1,967,413 |
| VANGUARD SHORT TERM CMN SERIES | $1,278,105 | $1,277,265 |
| WASTE MANAGEMENT INC | $227,850 | $686,047 |
| WELLINGTON/VINTAGE V OFFSHORE | $88,935 | $982,478 |
| WELLS FARGO & CO | $1,155,736 | $2,089,390 |
| WELLS FARGO CO NEW COM | $573,641 | $1,598,101 |
| ZOETIS INC COM STK | $465,360 | $1,142,182 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES OBERKOTTER | $13,779 | $1,378 | $12,401 |
| LEGAL FEES FOR HEARING FIRST | $33,478 | $33,478 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT-RENTAL SPACE (PROGRAM) | Desc |
| BOY Book Value | $4,428 | BOYBookValueAmt |
| EOY Book Value | $4,428 | EOYBookValueAmt |
| EOYFMV | $4,428 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| HEARING FIRST PLAYFORM - SOFTW | $126,853 | $126,853 |
| PAID MEDIA | $93,716 | $93,716 |
| INSURANCE | $57,128 | $57,128 |
| STAFF COMPUTER & SOFTWARE EXP | $19,465 | $19,465 |
| OFFICE SUPPLIES | $4,437 | $4,437 |
| CONSULTANT MISC. EXP REIMBURSE | $3,055 | $3,055 |
| POSTAGE AND DELIVERY | $2,553 | $2,553 |
| PRINTING AND COPYING | $1,613 | $1,613 |
| EQUIPMENT RENTAL | $1,308 | $1,308 |
| BOOKS AND SUBSCRIPTIONS | $827 | $827 |
| MISCELLANEOUS | $701 | $701 |
| LICENSES AND FEES | $558 | $558 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Ordinary Income FROM PARTNERSHIPS | $56,278 | |
| Miscellaneous Revenue | $5,377 | $5,377 |
| Other Income/(Expense) from partnerships | -$123,567 | |
| Grant Refunds | $10,797 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK - DIFF. FMV AND COST | Desc |
| Amt | -$2,345,660 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| HF DIGI ECOSYSTEM CONSULTING | $803,859 | $803,859 | |
| AWARENSS INITIATVE CONSULTING | $416,665 | $416,665 | |
| ORGANIZATIONAL CONSULTING | $139,640 | $139,640 | |
| GRANTEE ENGAGEMENT CONSULTING | $68,900 | $68,900 | |
| INVESTMENT MANAGEMENT FEES | $330,298 | $330,298 | |
| ALT INVESTMENT MGMT FEES | $17,276 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $330,000 | |
| FOREIGN TAXES PAID | $6,150 | |
| DE FRANCHISE TAX | $300 |
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